See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT Service code 15 197 CLARENDON STREET · BOSTON, MA 02116 | Recordkeeping | $52,720 |
ASCENSUS LLC2 years Filed as: LEDBETTER AND PARISI LLC Service code 29 · EIN 03-0599899 105 DAVENTRY LANE · LOUISVILLE, KY 40223 | Legal | $8,288 |
STANDARD VALUATIONS4 years Filed as: STANDARD VALUATIONS INC Service code 28 · EIN 41-1327229 790 CLEVELAND AVE SOUTH · ST PAUL, MN 55116 | Investment Management | $6,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,832 | $106,236-85.1% | $112,228-85.9% | $64,808-75.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -9.80% | -6.02%-3.8pp | 27.45%-37.2pp | 32.82%-42.6pp |
| Employer contribution / active EE | $4,151 | $3,166+31.1% | $3,635+14.2% | $2,506+65.7% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $230 | $452-49.2% | $6,410-96.4% | $188+22.2% |